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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.09M
3
+$2.44M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$3.52M
2
+$2.97M
3
+$2.94M
4
CAT icon
Caterpillar
CAT
+$2.06M
5
LRCX icon
Lam Research
LRCX
+$1.84M

Sector Composition

1 Technology 9.87%
2 Financials 8.61%
3 Communication Services 7.23%
4 Industrials 5.57%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OVV icon
151
Ovintiv
OVV
$15.9B
$6.41K ﹤0.01%
108
-61,524
VPU
152
DELISTED
Vanguard Utilities ETF
VPU
$6.25K ﹤0.01%
32
+1
PDT
153
John Hancock Premium Dividend Fund
PDT
$632M
$5.88K ﹤0.01%
449
SMH icon
154
VanEck Semiconductor ETF
SMH
$69.6B
$5.79K ﹤0.01%
15
WM icon
155
Waste Management
WM
$87.9B
$5.75K ﹤0.01%
25
DIS icon
156
Walt Disney
DIS
$174B
$5.59K ﹤0.01%
58
-22
ONON icon
157
On Holding
ONON
$13.1B
$5.1K ﹤0.01%
150
BMNR
158
BitMine Immersion Technologies
BMNR
$9.41B
$4.63K ﹤0.01%
234
IHAK icon
159
iShares Cybersecurity and Tech ETF
IHAK
$873M
$4.54K ﹤0.01%
104
-25
AAAU icon
160
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.55B
$4.53K ﹤0.01%
98
TROW icon
161
T. Rowe Price
TROW
$23.2B
$3.88K ﹤0.01%
43
-30,397
F icon
162
Ford
F
$58.6B
$3.8K ﹤0.01%
329
VTHR icon
163
Vanguard Russell 3000 ETF
VTHR
$4.61B
$3.79K ﹤0.01%
13
VOO icon
164
Vanguard S&P 500 ETF
VOO
$971B
$3.58K ﹤0.01%
6
MQY icon
165
BlackRock MuniYield Quality Fund
MQY
$825M
$3.38K ﹤0.01%
+308
CRSP icon
166
CRISPR Therapeutics
CRSP
$4.95B
$3.33K ﹤0.01%
70
HYT icon
167
BlackRock Corporate High Yield Fund
HYT
$1.4B
$2.62K ﹤0.01%
307
SONY icon
168
Sony
SONY
$125B
$2.59K ﹤0.01%
125
PPT
169
Putnam Premier Income Trust
PPT
$328M
$2.51K ﹤0.01%
708
SABA
170
Saba Capital Income & Opportunities Fund II
SABA
$230M
$2.5K ﹤0.01%
300
AGG icon
171
iShares Core US Aggregate Bond ETF
AGG
$137B
$2.48K ﹤0.01%
25
OKLO
172
Oklo
OKLO
$10.1B
$2.48K ﹤0.01%
+50
JOBY icon
173
Joby Aviation
JOBY
$9.21B
$2.48K ﹤0.01%
+300
HDV
174
iShares Core High Dividend ETF
HDV
$13.6B
$2.44K ﹤0.01%
90
VIV icon
175
Telefônica Brasil
VIV
$21B
$2.39K ﹤0.01%
150
5 6
7
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